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How to Get the Buyer Lead Workflow Added to Your Sierra CRM

Request Sierra’s Buyer Lead Workflow to automate your follow-up and keep buyer leads engaged from first contact to closing.

Quick Summary

If you do not currently see the Buyer Lead Workflow in your Sierra CRM, it is easy to request it. Just submit a quick support ticket, and our team will add it to your account, helping you start nurturing buyer leads automatically.

Why This Matters

Without a structured follow-up system, it is easy for buyer leads to fall through the cracks. The Buyer Lead Workflow in Sierra solves this by combining automated campaigns, smart tagging, and long-term follow-up plans. This keeps your leads moving forward without you having to manually manage every step.

For example, a team in Austin uses the Buyer Lead Workflow to ensure every new website registration gets consistent emails and texts for up to 330 days. This means fewer cold leads, more buyers staying in their funnel, and agents only needing to step in when it is time to close.

Step-by-Step Instructions

1. Go to the Support Ticket Page

2. Fill Out the Ticket Form

  • Subject line:
    Type something like:
    Request to add Buyer Lead Workflow to my CRM

  • Description box:
    Include a short note along with your account name or website URL. For example:
    "Hi, I would like to have the Buyer Lead Workflow added to my CRM. Our account is ABC Realty. Thank you!"

3. Submit Your Ticket

  • Click Submit. A member of our Support Team will handle the rest.

4. Watch for Confirmation

  • You will get an email confirming that we received your request. Our team will follow up once the Buyer Lead Workflow is live in your account.

Best Practices

  • Let your team know. This way, they will be ready to start using the workflow as soon as it is active.

  • Review your lead tags and statuses. Make sure they align with the workflow so automation flows smoothly.

How This Helps Your Business

Adding the Buyer Lead Workflow means Sierra helps handle the follow-up for you. Leads stay engaged for months, you spend less time sending manual emails, and your team can focus on motivated buyers who are ready to move. This helps you convert more buyers, keep clients engaged, and free up your team’s time so you can grow your business faster.

Troubleshooting Common Issues

Problem

What to Check

Not sure if it is already installed?

Submit a support ticket with the same link, and we will confirm for you.

Did not get a confirmation email?

Check your spam or junk folder. If it is not there within an hour, submit another ticket or start a chat with us.

FAQs

Q: Does it cost extra to add the Buyer Lead Workflow?
A: No. It is included with your Sierra platform at no additional cost.

Q: How long does it take to add?
A: Usually within one business day. We will keep you updated by email.